Ashton Thomas Private Wealth’s Axos Financial AX Stock Holding History

Ashton Thomas Private Wealth’s Portfolio AX Stock Details AX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$465K	Sell	4,770 -46	-1%	-$4.14K	0.01%	811
2026 Q1	$410K	Buy	4,816 +1,321	+38%	+$120K	0.01%	783
2025 Q4	$301K	Buy	3,495 +113	+3%	+$9.31K	0.01%	818
2025 Q3	$286K	Buy	3,382 +130	+4%	+$11.3K	0.01%	814
2025 Q2	$247K	Sell	3,252 -44	-1%	-$2.97K	0.01%	745
2025 Q1	$213K	Buy	3,296 +67	+2%	+$4.54K	0.01%	761
2024 Q4	$226K	Buy	+3,229	New	+$236K	0.01%	720
2024 Q3	–	Sell	-3,144	Closed	-$180K	–	712
2024 Q2	$180K	Buy	+3,144	New	+$171K	0.01%	587

Other funds holding AX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ashton Thomas Private Wealth's AX Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its Axos Financial (AX) stake by 0.96% in Q2 2026, selling an estimated $4.14K and leaving 4,770 shares worth $465K. The position accounts for 0.01% of the portfolio, ranked #811.

Ashton Thomas Private Wealth first reported a position in AX in Q2 2024 and has held it in 8 quarters since. 385 funds tracked by Wall St. Rank hold AX as of Q2 2026.

Ashton Thomas Private Wealth held 4,770 shares of Axos Financial worth $465K as of Q2 2026.
Ashton Thomas Private Wealth sold 46 Axos Financial shares in Q2 2026, an estimated $4.14K.
Axos Financial made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #811 holding.
Ashton Thomas Private Wealth first reported a position in Axos Financial in Q2 2024 and has held it in 8 quarters since.
385 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.